Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Group Benefits, Estate Planning, Business Succession Planning, Financial Education, Student Loan Refinancing
Preparing for the next step in life isn't always easy. I pride myself in getting to know each client so I understand their individual needs and what matters most to them. My combination of experience, knowledge and access to a wide variety of insurance and financial products allow me to craft solutions designed to help deliver the maximum value and serving the best interests of my clients. I help individuals, families, and small business owners achieve financial security in all their life stages while also working to build wealth to benefit generations to come.
If you are making financial decisions following recent life events or surrounding retirement, let's talk. Whether or not you have an advisor, I am confident our conversation will provide you valuable insights into potential risks you may face later.
I am licensed to sell insurance in: CA and AZ.
CA Insurance License #0E76151 State of Domicile: CA
Check the background of this investment professional on FINRA's BrokerCheck
Bachelor of Science, Computer Science, University of California, Santa Barbara
Documentaries and biographies
Arts and Music
Camping and Hiking
Members of BNI and Chamber of Commerce in local cities.